BF
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BOK Financial’s Webster Financial WBS Stock Holding History

BOK Financial’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-433
Closed -$25.7K – 1131
2025
Q3 		$25.7K Buy
+433
New +$25.8K ﹤0.01% 922
2025
Q2 		– Sell
-25
Closed -$1.29K – 1351
2025
Q1 		$1.29K Hold
25
– – ﹤0.01% 1158
2024
Q4 		$1.34K Buy
+25
New +$1.37K ﹤0.01% 1174
2023
Q3 		– Sell
-68
Closed -$2.57K – 1276
2023
Q2 		$2.57K Hold
68
– – ﹤0.01% 1021
2023
Q1 		$2.68K Buy
+68
New +$3.26K ﹤0.01% 1101

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return